Anthony Cirocco is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at Noble Wealth Partners and Key Investment Services. Outside of his advisory work, he is involved in managing several rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Jared Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 15 years of industry experience. His prior roles include positions at Noble Wealth Partners, Crux Wealth Advisors, Key Investment Services, and M&T Securities. He is also involved as a minority partner and officer in several support entities related to his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network, with services that include municipal advisory work and specialized retirement plan consulting.

Carolyn Daigler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Bank of America Merrill Lynch and Crux Wealth Advisors, among others. She also works as a Client Services Manager at Plail Wealth Management, providing administrative support. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jonathan Plail is a CFP® professional with 14 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. since 2021. His prior experience includes roles at Bank of America, Merrill, and Crux Wealth Advisors. In addition to his advisory work, he is CEO and President of Plail Wealth Management, where he oversees employee management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools, and maintains a unique affiliation with a municipal advisor to support public finance and municipal clients.

Christopher Campbell is a financial advisor at Raymond James Financial with a Series 66 license and 10 years of industry experience. He previously worked at Waddell & Reed Inc. for one year before joining Raymond James in 2017. Outside of his advisory role, he serves as CEO of Noble Wealth Partners, Inc., overseeing its day-to-day operations and growth. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and partnerships.

Michael Emser is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked with Crux Wealth Advisors, LLC, Wealth Future, Inc., and United Planner Financial Services. In addition to his advisory roles, he consults independently on financial planning through Plail Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and investment consulting to client goals, and supports municipal and public-finance work through specialized affiliations.

Lacey Dale is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. She has worked with several firms including Kestra Advisory and Robert J. Ellis Financial Advisors, and currently serves as an officer and president of Dale Legacy Advisors, LLC. Additionally, she works as an independent contractor with Noble Wealth Partners Inc. and Specific Solutions, where she assists with fixed annuity, life insurance, and long-term care policies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports both municipal and public finance work through specialized affiliations.

James O'Neill is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Noble Wealth Partners and Crux Wealth Advisors LLC. Outside of advisory services, he is involved as a client services manager at Plail Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

Kristina Trybus is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Merrill, and Bank of America. She also supports Plail Wealth Management as a financial advisor, assisting with client service and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through various advisory programs and maintaining services in municipal and public finance.

Matthew Francis is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Merrill Lynch Pierce Fenner & Smith Inc. and Key Bank among other firms. Outside of his advisory role, he is involved as an associate with Plail Wealth Management, supporting client servicing, financial planning, and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.